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Summit Financial Strategies’s Palantir PLTR Stock Holding History

Summit Financial Strategies’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293K Buy
2,509
+127
+5% +$17.3K 0.02% 131
2026
Q1 		$348K Buy
2,382
+71
+3% +$10.9K 0.03% 120
2025
Q4 		$411K Buy
2,311
+15
+0.7% +$2.71K 0.03% 106
2025
Q3 		$419K Buy
2,296
+426
+23% +$69K 0.04% 103
2025
Q2 		$255K Buy
+1,870
New +$219K 0.02% 128

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Financial Strategies's PLTR Position: Q2 2026 in Review

Summit Financial Strategies increased its Palantir (PLTR) stake by 5.3% in Q2 2026, buying an estimated $17.3K and bringing the position to 2,509 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #131.

Summit Financial Strategies first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $419K in Q3 2025. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Summit Financial Strategies held 2,509 shares of Palantir worth $293K as of Q2 2026.
  • Summit Financial Strategies bought 127 Palantir shares in Q2 2026, an estimated $17.3K.
  • Palantir made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #131 holding.
  • Summit Financial Strategies first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial Strategies's Palantir position peaked at $419K in Q3 2025.
  • 2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.